Employers › Black & Veatch Holding
Recordkeeping fees per participant · Black & Veatch Retirement Program · plan year 2023
$45.83
Higher than 77% of the 681 plans over $1B that report it.
= $473,283 / 10,328
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20240905142430NAL0035096784001, received 2024-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240905142430NAL0035096784001, received 2024-09-05
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-09-05.
Administrative expenses excluding investment management, per participant
$64.02
Higher than 78% of the 915 plans over $1B that report it.
= $661,231 / 10,328
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240905142430NAL0035096784001, received 2024-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240905142430NAL0035096784001, received 2024-09-05
Administrative expenses per participant
$163.66
Higher than 89% of the 947 plans over $1B that report it.
= $1,690,273 / 10,328
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240905142430NAL0035096784001, received 2024-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240905142430NAL0035096784001, received 2024-09-05
Administrative expenses as a share of assets
0.062%
Higher than 65% of the 947 plans over $1B that report it.
= $1,690,273 / $2,732,675,203
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240905142430NAL0035096784001, received 2024-09-05
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240905142430NAL0035096784001, received 2024-09-05
Employer contributions per participant
$10,741
Higher than 95% of the 1,003 plans over $1B that report it.
= $110,936,116 / 10,328
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240905142430NAL0035096784001, received 2024-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240905142430NAL0035096784001, received 2024-09-05
Employer share of total contributions
53.0%
Higher than 95% of the 1,003 plans over $1B that report it.
= $110,936,116 / $209,423,340
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240905142430NAL0035096784001, received 2024-09-05
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240905142430NAL0035096784001, received 2024-09-05
57.2% of this plan's assets are held in a master trust. The trust's own filing was not found in the data, so its costs cannot be shown. Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2Q · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 3I · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20240905142430NAL0035096784001, received 2024-09-05
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BLACK & VEATCH HOLDING COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Plan name | BLACK & VEATCH RETIREMENT PROGRAM | Form 5500, line 1a; PLAN_NAME pos 16; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Sponsor EIN / plan number | 43-1603954 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Sponsor location | OVERLAND PARK, KS | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Industry (business code) | 541330, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Filing received | 2024-09-05 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Participants, beginning of year | 9,633 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Active participants | 7,191 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Participants, end of year | 10,408 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Participants with an account balance | 10,328 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Total assets, beginning of year | $2,293,186,819 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Total assets, end of year | $2,732,675,203 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Net assets, end of year | $2,732,675,203 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Total income | $569,250,996 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Net income | $439,342,765 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Employer contributions | $110,936,116 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Participant contributions | $86,215,491 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Other contributions (incl. rollovers) | $12,271,733 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Total contributions | $209,423,340 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Benefit payments | $128,127,211 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Total expenses (incl. benefit payments) | $129,908,231 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Total administrative expenses | $1,690,273 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Contract administrator fees | $187,948 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Recordkeeping fees | $473,283 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Investment advisory and management fees | $1,029,042 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Administrative expenses excluding investment management | $661,231 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Held in master trusts | $1,562,606,908 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20240905142430NAL0035096784001, received 2024-09-05 |
| Independent auditor | PICKETT, CHANEY & MCMULLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20240905142430NAL0035096784001, received 2024-09-05 |
Position = column in the DOL layout for form year 2023. Filing 20240905142430NAL0035096784001, received 2024-09-05.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| KWMG LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $626,966 | no |
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $473,288 | no |
| GREATBANC TRUST COMPANY | NONE | 28 Investment management; 50 Direct payment from the plan | $147,000 | no |
| CREATIVE PLANNING LLC | NONE | 26 Investment advisory (participants); 28 Investment management; 50 Direct payment from the plan | $87,614 | no |
| CREATIVE PLANNING HOLDCO LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $51,938 | no |
| PICKETT CHANEY & MCMULLEN LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $24,950 | no |
| GLASS LAKES CAPITAL MANAGEMENT | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $24,307 | no |
| MORNINGSTAR INVESTMENT SERVICE | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $22,118 | no |
| STEELPEAK WEALTH LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $21,125 | no |
| FISHER INVESTMENTS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $20,880 | no |
| OPTIMA CAPITAL MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $19,075 | no |
| DYNAMIC WEALTH ADVISORS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $17,601 | no |
| MODERA WEALTH MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $16,945 | no |
| COMPUTERSHARE INC. | NONE | 28 Investment management; 50 Direct payment from the plan | $16,000 | no |
| CAPITAL MGMT SERVICES INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,828 | no |
| RDA FINANCIAL NETWORK INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,592 | no |
| SECURIAN FINANCIAL SERVICES IN | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $11,078 | no |
| FLEXIBLE PLAN INVESTMENTS LTD | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $9,855 | no |
| LPL FINANCIAL LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $7,878 | no |
| ENVESTNET ASSET MANAGEMENT INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $7,651 | no |
| NATIONS FINANCIAL GROUP INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $7,235 | no |
| HOWARD CAPITAL MANAGEMENT INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $7,205 | no |
| BRINKER CAPITAL INVESTMENTS LL | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,470 | no |
| BUCKINGHAM STRATEGIC PARTNERS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,078 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses; 99 Other fees | $4,801 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20240905142430NAL0035096784001, received 2024-09-05.
BLACK & VEATCH MSTER TR (EIN 431603954, PN 301): plan interest $1,562,606,908, 99.8% of the trust. The trust's own filing (20240905142302NAL0038900336001, received 2024-09-05) reports net assets $1,565,548,403, administrative expenses not reported, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Sponsor name as filed: BLACK & VEATCH HOLDING COMPANY; SEC registrant: BLACK & VEATCH HOLDING CO (CIK 1047523, matched by EIN).